Online Bookkeeping Services
Basic
This package includes:
Categorizing your transactions for accurate Profit & Loss (P&L) statement and Schedule C.
Reconciling your accounts to ensure consistency and accuracy.
Starting at $300 per month
Essentials
This package includes:
Categorizing your transactions for an accurate Profit & Loss (P&L) statement and Schedule C.
Reconciling your accounts to ensure consistency and accuracy.
Managing your Financial Statements: Profit & Loss, Balance Sheet, Accounts Payable, and Accounts Receivable.
Monthly business consultations tailored to your needs, focusing on growth and optimization.
Starting at $500 per month
Premium
This package includes:
Categorizing your transactions for accurate Profit & Loss (P&L) statement and Schedule C.
Reconciling your accounts for consistency and accuracy.
Managing your Financial Statements: Profit & Loss, Balance Sheet, Accounts Payable, and Accounts Receivable.
Monthly business consultations tailored to your needs, focused on growth and optimization.
Full-service Accounts Payable (A/P) & Accounts Receivable (A/R) management, including bill creation, invoicing, and payment tracking.
In-depth financial analysis to evaluate your business performance and guide strategic decision-making.
Starting at $1,000 per month
Personal Finance Coaching
The service includes:
Comprehensive Budget Development.
Debt-Free Management and Solutions.
Strategic Savings Planning.
Investment Advisory and Wealth Building.
Goal-Oriented Financial Planning.
Retirement and Future Financial Security Planning.
Credit Optimization and Management.
Financial Literacy and Education
Ongoing Accountability and Progress Monitoring.
$150 per hour